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the childrens mutual transfer

Improving the service we offer

Forester Life is part of the international financial services organisation, Foresters Financial. Foresters Financial has been looking after families for over 140 years and now looks after over £25.8bn* funds under management. We share our strength with more than 3 million customers across the UK, Canada and the United States. This includes looking after the savings of over a million children in the UK.

*as of 30th September 2016

What this means for you

As part of the transfer we are offering you more choice in how you do business with us, more investment choices, online account management and member benefits. And just like The Children’s Mutual, Foresters Financial is a mutual organisation that is driven to share not shareholder driven. This means that the organisation is run for the benefit of our members and as such, we always look for ways to act in our members and customers interests. Instead of paying shareholders a dividend, our aim is invest in the things that are of importance to our customers and members and put their needs at the forefront of everything we do.

We provide a range of member benefits and opportunities that enable you to enjoy quality family time and give you the opportunity to give back through volunteering efforts that directly benefit local communities. Not only are you benefiting from being able to access our network of experienced financial advisers, you are also a valuable member of our organisation.

Benefits at a glance

features of forester life product More choice in how you do business with us

features of forester life product Online account management

features of forester life product Some products charges will change

features of forester life product More fund choice

features of forester life product Member benefits

 

What will happen next?

You will soon receive a transfer statement from The Children’s Mutual together with your new Forester Life Plan Document which includes your Terms and Conditions. You will also receive instructions on how to set up your online account.

You will soon receive a closing statement from The Children’s Mutual together with your new Plan Document which includes your Terms and Conditions from Forester Life. You will also receive instructions on how to set up your online account. Once you have received this information, if you would like to manage your account online, click here to activate your account.

Activate your online account now

If you would like to top up or make a gift contribution, you can do so online, by post or over the phone, please visit our top up and gift page for more information.

Top up or gift to a child's savings Plan

Child Trust Funds

Child-trust-fund-children-group

If you hold a Stakeholder Options Child Trust Fund, a CTF - Options or a CTF - Shariah, please see below for answers to some questions you may have about your product and the transfer which happened in January 2017.

As part of the transfer we are offering you more choice in how you do business with us, more investment choices, online account management and member benefits for your child.

Stakeholder CTF Information Pack

Non Stakeholder CTF Information Pack

Shariah CTF Information Pack

Junior ISA - Options

Junior ISA Dad

If you hold a Junior ISA - Options, below are answers to some questions you may have about your product and the transfer which happened in January 2017.

As part of the transfer we will be offering you more choice in how you do business with us, more investment choices, online account management and member benefits for your child.

A copy of the information sent to all Registered Contacts in November can be seen in the link below.

 

Junior ISA - Options Information Pack

Savings & Investment Plan - Options

Growing up bond

If you hold a Savings & Investment Plan - Options, below are some answers to some questions you may have about your product and the transfer which happened in January 2017.

As part of the transfer we will be offering you more choice in how you do business with us, more investment choices, online account management and member benefits.

A copy of the information sent to all Planholders in November can be seen in the link below.

Savings & Investment Plan - Options Information Pack

Key Documents

The Childrens Mutual

All the key documentation for your product can be found in the one place.

This contains Key Features, Terms & Conditions for your product and information about where your fund(s) is currently invested in with the Children’s Mutual.

For more information please click on the link below.

View Key Documents

How do I update my details?

So that we can keep you up to date with the changes to your account(s) held with The Children’s Mutual please let us know if any of your details have changed, like your home or email address.

To update any details please call 0333 600 0333 Lines are open 8:30am – 5pm Monday to Friday.